New primary clients on non-closed billable files the Amicus administrator can access. (If file security is enabled for the firm, note that contacts who are primary clients only on other firm members’ private files are not exchanged.)
Client deletions are not exchanged. (We recommend that you manually delete these customers in QuickBooks as well.)
| Amicus client fields | QuickBooks customer fields |
QuickBooks
ID |
Customer Name |
| QuickBooks ID field for an individual contains their first name and last name by default. For a corporation, it contains their company name by default. (Or, if your firm has converted the client from Amicus Small Firm, it contains the full client name from the Small Firm file.). | |
| Prefix | Mr./Ms./etc. |
| First name and last name | First name and last name |
| Company | Company |
Business
phone and fax (if a corporation) |
Phone and fax |
| Mailing address (the business, home, or other address that is flagged as such) | Bill to address |
| Email (the first one) |
Payment – Pay invoices from client funds (fees, expenses, taxes)
Payment – Pay invoices from general retainer (fees, expenses, taxes)
Bill – Apply general retainer to pay invoice at time of billing (fees, expenses, taxes)
Payment – Deposit client funds to general retainer
File name or client/matter ID : invoice number (where applicable) : transaction description – to QuickBooks GL entry’s memo field
Payment file’s primary client
Payment date
Payment amount
Invoice
Write Off
Payment – Apply trust to pay invoices (fees, expenses, taxes)
Bill – Apply trust to pay invoice at time of billing (fees, expenses, taxes)
Trust
Deposit client funds into trust account
Transfer trust between files
Refund trust to the client
File name or client/matter ID – invoice number (where applicable) : transaction description — to QuickBooks GL entry’s memo field
Trust date
Trust from/to
Trust amount
QuickBooks Online Link - What is it?
QuickBooks Online Link - Initialize it